AvaTax

OverviewAPISDKMCP
Version v2
APConfigSetting
Accounts
Addresses
AvaFileForms
Batches
CertExpressInvites
Certificates
Clerk
CommunicationCertificates
Companies
Compliance
Contacts
CostCenter
Customers
DataSources
Definitions
DistanceThresholds
DomainControlVerification
ECommerceToken
EcmEventNotifications
EcoNexusThreshold
FirmClientLinkages
FormTypeMapping
FundingRequests
GLAccount
Items
ItemsReverseSync
Jobs
JurisdictionOverrides
Locations
MultiDocument
Nexus
Notices
Notifications
Provisioning
Registrar
Reports
Settings
Subscriptions
TaxCodes
TaxContent
TaxRules
Transactions
Upcs
UserDefinedFields
Users
Utilities
VendorCertificates
Vendors

CreateCertExpressInvitationModel

Represents an invitation for a customer to use CertExpress to self-report their own certificates. This invitation is delivered by your choice of method, or you can present a hyperlink to the user directly in your connector. Your customer will be redirected to https://app.certexpress.com/ where they can follow a step-by-step guide to enter information about their exemption certificates. The certificates entered will be recorded and automatically linked to their customer record.

This model is used in the following APIs:

Parameters
recipientOptional
string

If the value of deliveryMethod is set to Email, please specify the email address of the recipient for the request.

coverLetterTitleOptional
string

If this invitation is sent via email or download, please specify the cover letter to use when building this invitation. For a list of cover letters, please call ListCoverLetters.

exposureZonesOptional
array

You may optionally specify a list of exposure zones to request in this CertExpress invitation. If you list more than one exposure zone, the customer will be prompted to provide an exemption certificate for each one. If you do not provide a list of exposure zones, the customer will be prompted to select an exposure zone.

For a list of available exposure zones, please call ListCertificateExposureZones.

exemptReasonsOptional
array

You may optionally specify a list of exemption reasons to pre-populate in this CertExpress invitation. If you list exemption reasons, the customer will have part of their form already filled in when they visit the CertExpress website.

For a list of available exemption reasons, please call ListCertificateExemptReasons.

deliveryMethodOptional
string

Specify the type of invitation. CertExpress invitations can be delivered via email, web link, or facsimile.

  • If you specify Email, the invitation will be delivered via email. Please ask the customer to ensure that
  • If you specify Fax, the invitation will be sent via fax to the customer's fax number on file.
  • If you specify Download, the invitation will be prepared as a web link that you can display to the customer.
Enum: Email, Fax, Download